VP, Relationship Manager, Corporate Wealth Management (Northern Region)

Posted One Month Ago
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City Road Area, Kasganj, Uttar Pradesh, IND
In-Office
Senior level
Financial Services
The Role
Lead relationship management and sales for corporate wealth clients, driving deposit growth and cross-sell of cash, trade management and Global Markets products. Maintain KYC, ensure compliance with advisory and sales processes, develop sales programs and events, deepen client relationships, and safeguard the bank's interests through sound judgement and high standards of service.
Summary Generated by Built In
Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

  • Responsible in marketing and sales of deposit products such as deposits, cash and trade management solutions and Global Markets products to Commercial Banking non-borrowing and borrowing profile customers.

  • Work with borrowing team to grow deposits and coming up with events to drive deposit growth.

  • Build and deepen customer loyalty and satisfaction through word and deed: be a role model, quick to address defects and institute measurements and tracking.

  • Ensure maintenance of the highest possible standards of sales practices and investment advice for clients in line with UOB’s advisory and sales processes.

  • Identify market opportunities for business growth and takes charge to implement sales programs to achieve the desired results.

  • Grow the portfolio by way of new client acquisition and relationship deepening through cross-sell of appropriate products.

  • Be fully responsible and accountable for all the customer relationships under management by way of KYC and personally getting to know the top clients of the unit.

  • Exercise sound business judgement and, at all times, safeguard the interest of the bank as well as that of the clients.

  • To ensure at all times, compliance with the bank’s policies and guidelines pertaining to staff behavior, sales, products and marketing.
     

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Apply now and make a Difference

Skills Required

  • Proven experience in marketing and sales of deposit, cash management, and trade management solutions
  • Knowledge of Global Markets products and ability to sell them to corporate clients
  • Experience working with borrowing teams to grow deposits and design growth-driving events
  • Strong client relationship management and new client acquisition skills, with cross-selling capability
  • Thorough understanding and execution of KYC processes for unit clients
  • Adherence to bank policies, sales standards, and investment advisory processes
  • Ability to identify market opportunities and implement sales programs
  • Sound business judgement and client-first mindset
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The Company
HQ: Singapore
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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